dandi8

Not sure what you mean by time limit, but the challenge they’re facing is to IPO at just the right time to get the highest valuation and keep it up long enough for the private investors to cash out. Things like Anthropic/OpenAI financials leaking put a dent in this plan, as it could tank the valuation, but AFAIK it’s all financial black magic mixed with regular guesswork and playing chicken with each other in terms of if/when.

Not sure what you mean. If you mean “cashing out”, that’s what the IPOs are for.

I think companies like Oracle are on the hook whether those DCs get built or not.

People have been cautiously pointing toward mid-to-late 2027 for a while now, as that’s when a lot of the huge loans are coming due.

Software devs becoming managers, who then lose the ability to reason about software dev is a good example of the anwer being “yes, sometimes”.